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IRS recalculated social security taxes

Received IRS notice that my taxes due were increased ~$12,000 due to Social Security income.  How do I change my Turbotax data to document this?  ... and no, I would never deliberately answer "yes" to "have I lived outside the country".

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2 Replies

IRS recalculated social security taxes

The IRS has already made the change so you do not have to amend.

 

 

USER ERROR WITH SOCIAL SECURITY ENTRY

We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
BillM223
Expert Alumni

IRS recalculated social security taxes

Did the IRS explain in the notice why the tax was changed by $12,000? "Due to Social Security income" is not sufficient.

 

Honestly, this $12,000 reminds me of the new senior deduction, which was "supposed" to make Social Security tax-free (of course, that's not how it works, but it would reduce taxes on Social Security for a number of taxpayers).

 

So the question to me is did the IRS increase your income or reduce a deduction (or something else)? We need to know in order to be able to advice how to update your current TurboTax return.

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